The Best Inflation Protection
A recent CNBC poll asked, “Which asset are you buying as a hedge against inflation?” The three choices offered were equities, precious metals or alternative assets. My colleague and co-author, Kevin Grogan, found it interesting that the poll provided takers...
Why Alpha’s Getting More Elusive
Baseball’s “modern era” began in 1903. Prior to that time, foul balls that weren’t caught weren’t considered strikes, giving hitters a major advantage. From 1903 through 1941, seven different players achieved a batting average of over .400 a total of...
Change the Holy Grail of the Mutual Fund Industry
In previous blog posts, I’ve discussed the dismal performance of actively managed mutual funds. I also noted this underperformance has not gone unnoticed by investors. Actively managed funds have experienced massive outflows through September, while index funds have seen net...
Book To Market & Size Premium
Since the 1992 publication of “The Cross-Section of Expected Stock Returns” by Eugene Fama and Ken French, the size factor has been among those used in asset pricing models that attempt to explain the differences in returns of diversified portfolios....
If Giving Feels So Good, Why Don’t We Do It?
In the Mormon Church, the first Sunday of each month is called Fast Sunday. As my kids have pointed out, however, it’s not because it goes by faster than any other Sunday. Quite the opposite, in fact. It’s called Fast...
3 Questions That Will Put Your Finances — and Life — on the Right Track
Financial planning guru George Kinder has a powerful tool for helping people set priorities for their money…and their lives. Here it is. Few things seem more diametrically opposed than managing money and spiritual enlightenment. But not everyone sees it that...
View Tony Robbins’ Investing Advice with Skepticism
America has discovered a new financial guru. Tony Robbins’ new book on investing, MONEY Master the Game: 7 Simple Steps to Financial Freedom, has shot to the top of Amazon’s bestseller list. Mr. Robbins, who has been nicknamed the “mahatma...
Know The Risks, Stick To The Plan
In my 20 years’ experience as a financial advisor, I’ve learned that even if there were such a thing as the “perfect portfolio,” choosing the asset allocation that’s most likely to allow you to adhere to your financial plan is...
Business Travelers – Skip In-Flight Wi-Fi To Increase Productivity And Save Money
I travel a decent amount. I don’t mind flying, but I’ve always struggled with the loss of productivity. Hours waiting at the airport. Even more hours in flight. But with the advent of in-flight Wi-Fi, I thought my productivity problems...
